Year: 2026
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Market Trends and Signals
Reading the Signals: What Capital Flows Reveal Before Major Commodity Moves
In 2020, capital surged into metals and energy well before inflation showed up in consumer data. By the time headlines…
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Rare and Alternative Assets
Rare Assets as Signals: What Collectibles and Hard-To-Source Markets Say About Risk Appetite
Rare assets are more than just exotic portfolio components. Their trading activity often mirrors the emotional and financial temperature of…
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ETFs and Equities
When ETFs Move First: How Institutional Positioning Shapes Market Direction
In the first quarter of 2023, U.S.-listed ETFs saw over $150 billion in net inflows, which was well before the…
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Commodities
Gold, Silver, and the Psychology of Scarcity in Volatile Markets
In the first quarter of 2024 alone, central banks purchased over 585 metric tonnes of gold, continuing a trend that…
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